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For marketing ops: deliver valuation leads to local agents

For marketing ops: deliver valuation leads to local agents

Marketing ops see valuation leads trapped in the valuation tool, causing agents to miss prospects and lose listings. This creates enquiries in your CRM and notifies agents so sales reps follow up quickly.

For marketing ops: deliver valuation leads to local agents

Overview

Marketing ops lose prospects when valuation submissions sit unprocessed, costing listings and agent momentum. This workflow turns every valuation submission into a complete CRM enquiry and alerts the right agent, enabling faster follow-up and eliminating missed prospects.

Notable Features

  • Create complete enquiry records
  • Notify local agents instantly
  • Route leads by agent territory

For marketing ops: deliver valuation leads to local agents